When a patient requests a copy of their health information, the following workflow should be used in order to successfully meet the Meaningful Use objective to provide patients with an electronic copy of their health information upon request.

Click on Chart > Export > Patient Records in PDF.

Note: The Patient Requested Copies Manager can be docked or left free-floating.

Select the "Add Request" button to indicate that the selected patient has requested a copy of their medical records.

Note:  Make sure a patient's chart is open before adding a request. A user is able to add multiple requests at once to the Patient Requested Copies Manager by going to the chart rack and opening up the charts of various patients, then Clicking the "Add Request" button.

The request will be documented for the current patient for the current date.

Click on the "Provide Copy" button.

This action will mark this request as responded to with the current date for Meaningful Use reporting purposes.  This workflow must be used in order for the information to be tracked within the Meaningful Use dashboard.

"View Chart" opens the chart related to the request.

"X" deletes the request from the Patient Requested Copies Manager. If the request is delete, it cannot be retrieved.

In the screen shot above, the document was saved to the desktop.

Click OK.

When the document has been sent to the desired location on the computer, the user will receive a copy complete notification.

Click OK.

Note: Once the user clicks OK, the patient will automatically be removed from the Patient Requested Copies Manager.

1. Double-click on the file to open.

2. A completed document displayed as a PDF.

For more information and requirements on electronically providing the patient a copy of their health information, please refer to the CMS guidelines in the following reference document: see, CMS Electronic Copy of Health Information.  Please review this document, as well as the Additional Information section of the document for further explanation.

In order for a provider to check that he or she is meeting the Meaningful Use criteria for Patient Request Medical Copies, Click SOAPware from the menu bar, and Select Meaningful Use Dashboard.

1. Select a provider.

2. Select a "snapshot" date. (Note:  the statistics displayed will be for the 90 days previous to the date selected.)

A green check mark indicates that the item has met the Meaningful Use requirements.

A user is also able to view the percentage met for a particular provider, as well as the numerator and denominator, to the right of the Meaningful Use item.